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Whipplewood Advisors’s Dream Finders Homes DFH Stock Holding History

Whipplewood Advisors’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$361 – 1217
2025
Q1 		$361 Sell
2
-14
-88% -$327 ﹤0.01% 1155
2024
Q4 		$372 Buy
+16
New +$489 ﹤0.01% 1135

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whipplewood Advisors's DFH Position: Q2 2025 in Review

Whipplewood Advisors sold out of Dream Finders Homes (DFH) in Q2 2025, closing a stake of 2 shares — an estimated $361 sold.

Whipplewood Advisors first reported a position in DFH in Q4 2024 and held it in 2 quarters. The position peaked at $372 in Q4 2024. 200 funds tracked by Wall St. Rank hold DFH as of Q2 2025.

  • Whipplewood Advisors reported no remaining Dream Finders Homes position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 2 Dream Finders Homes shares in Q2 2025, an estimated $361.
  • Whipplewood Advisors first reported a position in Dream Finders Homes in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Dream Finders Homes position peaked at $372 in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.